Mid-Cap Value

Strategy & Objective

Strategy Description
The Mid-Cap Value strategy has a successful track record dating back more than 15 years. The goal of the strategy is to exploit market mispricings that result from Wall Street’s limited coverage of mid-cap stocks. We seek to capitalize on these opportunities by applying a consistent investment process centered on a balanced assessment of return and risk. Our focus is on mid-cap companies with sustainable cash flows and strong balance sheets whose stocks appear undervalued relative to their tangible assets and long-term normal earnings power. Portfolio construction is based on rigorous, independent research and bottom-up security selection.

What to Expect

Exposure to medium capitalization, undervalued equities

Price-to-normal earnings lower than the benchmark

Active, bottom-up management unconstrained by the benchmark

Controlled asset level that preserves the integrity of the investment process

Thoroughly researched ideas vetted by an experienced team of 21 investment analysts

Investment Team
We employ a team approach to investing. As such, our clients benefit from the input and contribution of every member of our 21-person investment team. In addition to our Portfolio Coordinators, our sector teams play an important role in determining the positioning of your investment strategy.